Stephanie Hays is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing for 10 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of over 14,000 financial advisors and approximately $671 billion in assets under management.

James Allison is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools without providing individual security recommendations as part of its standalone planning offerings.

Mitchell Farsad is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones from 2011 to 2019. Outside of his advisory role, he serves as a director and advisory board member in local chapters of the Association of Certified Fraud Examiners and the Association of Certified Anti-Money Laundering Specialists, contributing to fraud detection and anti-money laundering education. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning decisions.

Larry Flynn is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2018, following a nine-year tenure at Wheelhouse Securities Corp. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Merritt Mamroth is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Sustainable Equity and St. Louis Bank. Outside of his advisory role, he owns Triumph Financial Services, a business focused on raising debt for clients. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a comprehensive advisory process.

Paul Sankovich is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2009. Outside of his advisory role, he is the owner of Encierro Productions LLC, which provides production funding and advice on movie projects. Wells Fargo Advisors is an institutional firm with over 2,200 advisors that serves a broad client base using a comprehensive investment approach.

Daniel Licata is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He previously worked at Edward Jones for 14 years before joining Wells Fargo Clearing Services LLC in 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research, planning tools, and simulation models.

Gregory Maier is a CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously held roles at TD Ameritrade, the University of Missouri, BJC Healthcare, and Delaware North Company. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy and probabilistic modeling developed by its Investment Strategy Group.

Alexander Daly is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has worked at Stifel, Nicolaus & Company Incorporated since 2022. Prior to his current role, his background includes positions in education and various customer service roles. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Anna Sahrhage is a financial advisor at Edward Jones with the Series 66 designation and seven years of industry experience. She previously worked at TheBank of Edwardsville for sixteen years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Natalie Cortese is a Series 66 credentialed financial advisor with Edward Jones in O'Fallon, IL, where she has worked since 2014. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

William Chamberlin is a financial advisor at Osaic Wealth with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial and New England Securities. Chamberlin has operated his own advisory entity, Chamberlin Financial Services, since 2004. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm’s investment process uses model-based asset allocation and portfolio optimization tools, offering a range of advisory and brokerage services through a multi-advisor platform supported by affiliated broker-dealer and RIA relationships.

Analisa Eilers is a financial advisor with Stifel in Edwardsville, IL, holding a Series 66 designation and 10 years of industry experience. She previously worked at Century Securities from 2014 to 2016 before joining Stifel Nicolaus & Co Inc, where she has been since 2016. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides access to private funds and municipal market activities and operates affiliated trust companies and banks.

Matthew Rogers is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009, following seven years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

John Hoagland is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He has held roles at Thrivent Financial since 2015. Hoagland participates as a case study grader for the Wealth Management Certified Planner program at the American College of Finance and serves as a board member for Good Samaritan Ministries, which provides affordable housing and community services in East St. Louis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, providing written recommendations without offering portfolio management or discretionary trading authority for these services.

Mark Murray is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he has a partial ownership interest in MRM Land Holdings, LLC, which holds farm land inherited through a family member. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Javon Taylor is a Financial Advisor at Merrill Lynch Wealth Management. Based primarily in the St. Louis area, he works with individuals, local union laborers, business owners, and professionals to develop personalized financial strategies. His focus areas include retirement planning, wealth accumulation, and providing long-term financial confidence. He has particular expertise serving clients in the construction, HVAC, and roofing industries, understanding the distinct opportunities and challenges they encounter. Javon leverages Merrill's investment capabilities and Bank of America's resources to offer coordinated financial advice and guidance. Javon's professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma from Althoff Catholic High School. His client services span corporate executive services, executive compensation, family wealth management strategies, tax minimization, and retirement income planning among others. Outside of his professional work, Javon enjoys basketball, fishing, spending time with his family, and watching movies.

Martin Husak is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has eight years of industry experience. He has worked at several firms including Renaissance Financial and Securian Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships.

Henry Budd III is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Edward Jones in 2021, he worked at Anheuser-Busch InBev for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

John Waller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research and analytics to guide its investment approach while offering both brokerage and advisory solutions.